
40:36
Txt questions to Sarah Grace 415-505-8112

40:40
*8113

59:16
I help clients understand, manage, and optimize their financial well being.

01:00:47
I am an estate planning attorney who helps huggable clients preserve, promote and protect their legacies.

01:01:14
My role is to learn about your goals for charitable giving and to help find the best tools to meet your objectives while strengthening Oregon though philanthropy.

01:01:36
We define "huggable" as clients who are warm, caring and put their families first.

01:05:54
T

01:05:56
t

01:06:02
Maybe

01:06:32
T

01:06:35
T

01:06:41
t

01:07:08
t

01:08:01
f

01:08:09
A somewhat finer point: the C Corp is not double taxed. However, its shareholders will be taxed on dividends in most cases.

01:09:32
F

01:09:32
F

01:09:32
False

01:09:34
f

01:09:37
F

01:09:37
F

01:09:38
F

01:09:43
f

01:10:33
F

01:10:34
F

01:10:35
False

01:10:37
F

01:10:37
F

01:10:38
F

01:12:29
t

01:12:29
T

01:12:30
T

01:12:32
T

01:12:33
True

01:12:34
t

01:12:34
t

01:27:18
https://bit.ly/ChoosingaCharitableLLC

01:27:37
Here is a link to the “Grasshopper Cheat Sheet for Business Legal Structures”:https://tinyurl.com/GrasshopperCheatSheet

01:27:45
Thank you Eden Rose!

01:32:24
What organizations and/or issue areas do you support personally or through your business?

01:32:29
What sorts of causes have you supported in the past? Do you currently have a charitable routine? Would you say your motivation for charity is driven by cause or tax savings? Would you prefer to leave your wealth to your family, charities, or both?

01:32:57
Would you like to involve your family in the giving process? What's been the most meaningful gift you've made? Who is involved in the decision making process?

01:34:42
What are your plans for the future and your charitable interest? Is there a plan to include your family is the gifting strategy?

01:57:04
thank you Cari, really enjoyed your presentation!

01:57:17
My pleasure!